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Geneos Wealth Management Inc.: EQAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on EQAL, newest first. How the timeline and the estimate are built.

Geneos Wealth Management Inc. held 125,102 EQAL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,102 shares
    Change vs previous 13F +21,015 shares

    0.15% of the 13F portfolio, value $7,412,294.

    13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 104,087 shares
    Change vs previous 13F +20,722 shares

    0.13% of the 13F portfolio, value $5,735,194.

    13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 83,365 shares
    Change vs previous 13F +3,881 shares

    0.11% of the 13F portfolio, value $4,388,334.

    13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 79,484 shares
    Change vs previous 13F +8,121 shares

    0.1% of the 13F portfolio, value $4,133,168.

    13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 71,363 shares
    Change vs previous 13F -57,413 shares

    0.09% of the 13F portfolio, value $3,513,914.

    13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 128,776 shares
    Change vs previous 13F +71,940 shares

    0.09% of the 13F portfolio, value $6,085,953.

    13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 56,836 shares
    Change vs previous 13F -406 shares

    0.1% of the 13F portfolio, value $2,745,179.

    13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 57,242 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,784,823.

    13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).